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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

131 hedge funds and large institutions have $615M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
27
Increased
54
Reduced
30
Closed
7
Calls
$263K
Puts
$42K
Net Calls
+$221K
Net Calls Change
+$224K

Top Buyers

1
OFG
1
Oxford Financial Group
Indiana
$150M
2
LPL Financial
2
LPL Financial
California
$33.5M
3
Jane Street
3
Jane Street
New York
$6.82M
4
FTUS
4
Flow Traders U.S.
New York
$6.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$6.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$150M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
TF
3
Trek Financial
Arizona
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.42M
5
CAM
5
Cresset Asset Management
Illinois
$750K
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
1
Oxford Financial Group
Indiana
$150M 3,929,103 +1,622,676 +70%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$150M 3,928,785 -262,331 -6%
LPL Financial
3
LPL Financial
California
$33.5M 879,134 +232,250 +36%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$17.5M 460,415 +47,928 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M 449,927 +96,967 +27%
Wells Fargo
6
Wells Fargo
California
$16.5M 432,967 +47,635 +12%
UBS Group
7
UBS Group
Switzerland
$12.4M 324,581 +104,906 +48%
FCM
8
Fourpath Capital Management
Oklahoma
$11.5M 301,474 +93,959 +45%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.8M 284,096 +35,168 +14%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$10.6M 279,408 -6,505 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.2M 266,624 +10,151 +4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$9.42M 247,378 -16,347 -6%
LWA
13
Lowe Wealth Advisors
Maryland
$8.8M 230,990 +426 +0.2%
Jane Street
14
Jane Street
New York
$6.82M 179,002 +179,002 New
CFB
15
Cullen/Frost Bankers
Texas
$6.55M 172,000 – –
FTUS
16
Flow Traders U.S.
New York
$6.5M 170,753 +170,753 New
MC
17
Moors & Cabot
Massachusetts
$6.37M 167,298 +8,360 +5%
Raymond James Financial
18
Raymond James Financial
Florida
$6.3M 165,387 +165,387 New
LFA
19
Longview Financial Advisors
Alabama
$5.97M 156,793 +7,649 +5%
PJWM
20
Philip James Wealth Mangement
Georgia
$5.65M 148,352 +854 +0.6%
HNB
21
Hilltop National Bank
Wyoming
$4.73M 124,115 +24,840 +25%
ECG
22
Edge Capital Group
Georgia
$4.54M 119,177 -213 -0.2%
AWP
23
Atlas Wealth Partners
Pennsylvania
$4.49M 117,870 +5,218 +5%
IA
24
IFP Advisors
Florida
$3.92M 102,991 +79,607 +340%
HKAM
25
Horizon Kinetics Asset Management
New York
$3.63M 95,267 +3,803 +4%
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